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Sponsor portfolioTH

SAMFORD UNIVERSITY

EIN 63-0312914-public relations and communications-Latest filing 2025
Plans
3
Retirement
2
$330.9M assets
Welfare
1
$1.0M premiums
Participants
4,333
800 LAKESHORE DRIVE - BIRMINGHAM, AL 352290001205-726-4084twitter.com/prssasamfordLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
3 filings
#004TraditionalDB-$176.9M - 909 part#002403b-$154.0M - 2,374 part#501Mixed-$1.0M - 1,025 lives

Retirement portfolio analytics

2 plans aggregated / $330.9M assets / 3,283 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SAMFORD UNIVERSITY PENSION (#004)53%
  • DEFINED CONTRIBUTION PLAN (#002)47%
Total $330.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)2,374
  • SAMFORD UNIVERSITY PENSION (#004)909
Total 3,283Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,025 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$718K
  • Life$610K
  • Long-term disability$162K
  • Vision$114K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA89%
  • VISION SERVICE PLAN11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $181K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SAMFORD UNIVERSITY PENSION PLAN

TraditionalDB

Assets$176.9M
Participants909
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN

403b

Assets$154.0M
Participants2,374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMFORD UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives1,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SAMFORD UNIVERSITY PENSION PLANTraditionalDB$176.9M9092025
002SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN403b$154.0M2,3742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMFORD UNIVERSITY HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.0M1,0252025
Retirement plans
Welfare plans
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